First Shelbourne
Disciplined wealth management.
Investment management for retirees, families, and business owners.
- Independent
- Fee-only
- Low-cost index ETFs
First Shelbourne
Investment management for retirees, families, and business owners.
Six structured allocation models spanning wealth preservation to all-equity capital appreciation.
Your portfolio reflects your goals, time horizon, income needs, and comfort with risk.
I never accept commissions on the investments I recommend. My loyalty and focus are entirely on you.
Model portfolios
Each client account is assigned to the model tier that fits their objectives, risk tolerance, time horizon, and circumstances. Graphic is illustrative only.